FAI Advisors’s JPMorgan Chase JPM Stock Holding History

FAI Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.08M	Buy	3,269 +100	+3%	+$35K	0.42%	48
2026 Q2	$1.04M	Sell	3,169 -40	-1%	-$12.4K	0.41%	49
2026 Q1	$944K	Sell	3,209 -153	-5%	-$46.4K	0.42%	50
2025 Q4	$1.08M	Buy	3,362 +117	+4%	+$36.2K	0.48%	44
2025 Q3	$1.02M	Buy	3,245 +46	+1%	+$13.7K	0.46%	47
2025 Q2	$927K	Buy	3,199 +53	+2%	+$13.5K	0.46%	46
2025 Q1	$772K	Sell	3,146 -150	-5%	-$38.2K	0.41%	53
2024 Q4	$790K	Buy	+3,296	New	+$768K	0.35%	61

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

FAI Advisors's JPM Position: Q3 2026 in Review

FAI Advisors increased its JPMorgan Chase (JPM) stake by 3.2% in Q3 2026, buying an estimated $35K and bringing the position to 3,269 shares worth $1.08M. The position accounts for 0.42% of the portfolio, ranked #48.

FAI Advisors first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2025. 2,292 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

FAI Advisors held 3,269 shares of JPMorgan Chase worth $1.08M as of Q3 2026.
FAI Advisors bought 100 JPMorgan Chase shares in Q3 2026, an estimated $35K.
JPMorgan Chase made up 0.42% of FAI Advisors's portfolio in Q3 2026, its #48 holding.
FAI Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
FAI Advisors's JPMorgan Chase position peaked at $1.08M in Q4 2025.
2,292 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.